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'll provide the same benefit to the environment as over 60,000 trees. that's a trend we can all get behind. >>> with the threat of rising interest rates perhaps basically off the table, is it time to think about circling back to the high-yielding bond alternative stocks like the real estate investment trusts. the reits in particular got hammered over the spring and summer as rates soared, many of the investors who had been chasing yield swapped back into fixed income. now the rates seem to be stabilizing at 2 1/2, lower level, certainly way below where they peaked. is it safe to buy the bond alternatives again? check vtr, owns everything from senior housing, skilled nursing facilities, hospitals, medical office buildings. this stock peaked in may. it's now down nearly 18 points from its high. now, look at these levels, this stock yields a 4%, it's got the best performance in the group, and you know what, i think it will even just do better with the affordable care act next year. the company delivered $1.04 from funds of operations, that's the key metric, 2 cent beat, better than expected r
's precisely what you should be buying on the sluggish environment. they can increase sales regardless of the weakness in the economy and they buy whole baskets of stocks in the s&p 500 because they know the stocks will top the performance of anything else out there. i know the pattern seems ridiculously easy to game. things are sluggish so the fed will stay friendly so stay in stocks, but it is true that there's still some shock value to hearing how poorly things are really doing, especially when we hear more about upside surprises than downside ones from the companies themselves. however, that's just the way it's been and it will continue to be and it's why i keep urging you to stay in stocks, even after the off the charts segment with the fibonacci queen. i am telling you, you have to be able to book some profits. read my lips, do some selling. get ready for the next washington engendered swoon. they never fail to arrive on time. here's the bottom line, the pattern worked again. many people want to own stocks because they like that the fed has squelched the bond competition and then
, and frankly, we're managing the company much more for a stable, consistent environment. and i would say that march to may period was a little unusual. >> i see. so if you took that out, you would see a much more smooth trend? >> absolutely. and so i think that's really important to get perspective. i think where our stock is now and with the interest rates that we still can borrow at, we can make a lot of hay at ventas. >> in the most recent quarter, we saw you bought $1.2 billion of properties and if i'm right about this, explain it, the yield 6.3% before gaap, that means theoretically to me, your board can think, you know what, we can raise the yield, raise the dividend right off this. >> absolutely. you raise the right point. we bought $1.3 billion in assets, gaap yields about 7.3% and we borrowed for 12 1/2 years up 3%. as i said with our metrics, i think there's still a very constructive investment environment and we grow cash flows internally and through external growth, which in turn allow us to raise the dividend at significant levels. >> okay. now there are people who say, jim,
the environment and what's going on, with the environment as it relates to health care and we'll make more decisions on that as we go forward. but as it relates to part-time teamer, this year we heard loudly from our team last year that they want more hours. we've been focused as we look at holiday staffing plans about providing more hours to our team if they want them. and we continue -- we're going to still hire 70,000 team members this holiday season to help us with the great sales we expect to do. but our first priority is providing all the hours that our team members want. >> john, you mentioned consumer spending, which you mentioned consumer spending which has been fragile. it could take another hit this friday when the food stamp benefit expires. some analysts say that could take as much as $16 billion of spending out of the economy and hurt target, walmart, other retailers that fend on some dep. how are you prepared and what sort of impact do you think it will have? >> there's clearly an impact there. our role -- our -- the food offering for us plays a little bit different role tha
! >> encore cost nearly $2.3 billion, a risky bet in a bad economy. why, in this economic environment, would you open a hotel? >> well, i'll tell you right now that if i had any idea this-- i wouldn't, if i had a choice, but this project was started four years ago. these things have a huge lead time. >> the gambling industry has been battered by the recession and taken the city of las vegas down with it. some casinos stand half built. unemployment is over 10%. and while steve wynn has had to slash employees' pay and lower room prices, he plows ahead, doing whatever it takes to get customers to his new hotel. >> this is encore. [dramatic orchestral music] ♪ >> and, yes, he really was sitting on top of the building. >> next time, we do this in the lobby. >> the encore is connected to his other las vegas hotel, the wynn, and he has a third in macau, china. inside, his hotels are fantasy lands for well-heeled adults. he brought gourmet restaurants and high-end shopping to the strip. his hotels may be extravagant, but his business strategy is conservative. his company is not highly leveraged an
the same benefit to the environment as over 60,000 trees. that's a trend we can all get behind.  so i can reach ally bank 24/, but there ar24/7.branches? i'm sorry, i'm just really reluctant to try new things. really? what's wrong with trying new things? look! mommy's new vacuum! (cat screech) you feel that in your muscles? i do... drink water. it's a long story. well, not having branches let's us give you great rates and service. i'd like that. a new way to bank. a better way to save. ally bank. your money needs an ally. with my united mileageplus explorer card. i've saved $75 in checked bag fees. [ delavane ] priority boarding is really important to us. you can just get on the plane and relax. [ julian ] having a card that doesn't charge you foreign transaction fees saves me a ton of money. [ delavane ] we can go to any country and spend money the way we would in the u.s. when i spend money on this card, i can see brazil in my future. [ anthony ] i use the explorer card to earn miles in order to go visit my family, which means a lot to me. ♪ >> in honor of halloween tonight, we're tal
, valuations are slightly extended in the current economic environment. go to cnbc.com and look at all the results and the stories we've written there. coming up, we'll have the economic outlook of this group and the outlook of how janet yellen will change the fed as we know it. >> for many of those people, they may not believe in the rally but they have to sit in it surely. >> many do not think it's going to work, do not think it's going to stay. i don't understand why they haven't increased their equity outlook with their expectations for the federal reserve, though those things certainly have gone hand in glove. >> for the moment, steve, thank you very much. steve liesman at hq. puerto rico is in a debt crisis. but why should you care? well, you might well own the country's troubled debt even if you don't know it. 180 mutual funds and combined $100 billion in assets have exposure now to puerto rico. should you be worried? david faber thinks so. listen to him after the break. ♪ (train horn) vo: wherever our trains go, the economy comes to life. norfolk southern. one line, infinite
200,000 feet downtown. it's a shared work environment. it's creating affordable space for entrepreneurs. you're seeing that all over the city. and i think, you know, that's part of the diversification of our economy and how we attract and retain the best and the brightest. and those type of innovative companies are coming here because they can find the talent. it's all about the talent. and going back to the mayor, he's going to want to continue that growth. >> we'll see about that. certainly i like this shared space idea. we talked about this the last time you were with us. bill, good to have you on the program. >> thank you. >> so nice to see things recovering one year after sandy. another check on the health of the real estate market when i speak exclusively to the ceo of owens-corning. they have their finger on the pulse of housing as well. we'll talk with michael thaman coming up. bill? >> all right. heading toward the close here, we have about 18 minutes left in the trading session. the dow has turned negative. the s&p is still positive, not by much, though. any
the same benefit to the environment as over 60,000 trees. that's a trend we can all get behind. >>> all day long we've been looking at companies with sky high earnings ratio merit this price investors are paying for their stocks. dominic chu looks at two more stocks on his list. >> let's look at metlife, because this particular company, you can see, has been on a tear over the course of the past year. the shares are up and they've been up quite a bit. now, the real question for shares of metlife, you can see they're up about 40% so far over the past year. can metlife sustain those valuations? well, the good story for metlife, a life insurance company, a retirement company, is that the overseas life insurance business is good, growing, robust. they bought a big chunk from aig at one point. the bad part of the story here is that we continue to be in low interest rate environments here throughout the course of the u.s. and in europe. they're not able to generate the kinds of returns that they have in the past. and it all leads to a valuation, priced earnings ratio of $105, meaning you'll pay $
from here? i think we go higher. you look at a market environment where earnings are fine, we're stable, we think we'll hit 109, 110 bucks the is year. top line growth hasn't. we saw a little revenue growth which is good and the pushback on the macro it's not surprised it's bad. it will be bad through the end of the year. >> higher but not that much higher, i'm sensing you saying? we've been up 24% this year. we were up, what, 16, 17% last year. >> it's been multiple driven so 80% of returns this year have been a function of rerating of multiples. the question is, at a 15 times 14.5 times forward pe right now, do you think we're worth 15.5 or 16 next year? and then what are you playing on in earnings? people talking about an 1850 to 1950 s&p target are basically taking bottom up analysts outlook next year, 120 bucks, and slapping 16 plus on the multiple. >> richard, you were talking europe before europe was cool. >> yes. >> i hear more people talking europe these days. for 2014, do you think strategic investors should look at europe very closely and do you think european stocks as a gro
that across over a thousand locations, and they'll provide the same benefit to the environment as over 60,000 trees. that's a trend we can all get behind. >>> in less than 45 minutes the president is expected to speak out in defense of his health care law. we'll provide that live. this on a day that the from us frag frustrations of the obama care web glitches front and center on capitol hill with the appearance of health and human services secretary kathleen sebelius. bertha coombs joins us. >> 3 1/2 hours, that's how long the hearing went on. usually members of congress are determine shall to a sitting cabinet member. they were but they didn't pull any punches. the secretary came on the offense, starting with an apology, saying she's accountable for the website is not working but assuring she's working hard to win back america's confidence and it will be working by november 30 th. one of the most remarkable admissions she made when pressed by republican congress members about why she is not giving out enrollment numbers because right now she admitted she just doesn't trust the site's dat
. >> not be careful. i mean, it's a challenging environment and it's not just us. you can look at any food company that plays where we play and it's a tough environment. i think part of it it is changing eating habits and part of it is center of the store customers are challenged to some extent and these brand have been around a long, long time and we look for a steady performance in the long term. >> a lot of people don't understand the center store and they may not understand. the notion of a secular change. people snack more. you are moving aggressively in the snack food business including new products that we just got. greek yogurt bars. >> right. >> can you outrun the center of the store, can you explain that to us and go to the snacking section where things are much better? >> we already made a big move there. as you know, next year the snack part of the business will be 25% of sales so we've made a very significant move over to that, and we think that there's going to be organic growth and obviously growth from the acquisitions next year out of that. having said that, we're not forgetting j
. multiply that across over a thousand locations, and they'll provide the same benefit to the environment as over 60,000 trees. that's a trend we can all get behind. so ally bank has a that won't trap me in a rate. that's correct. cause i'm really nervous about getting trapped. why's that? uh, mark? go get help! i have my reasons. look, you don't have to feel trapped with our raise your rate cd. if our rate on this cd goes up, yours can too. oh that sounds nice. don't feel trapped with the ally raise your rate cd. ally bank. your money needs an ally. maestro of project management. baron of the build-out. you need a permit... to be this awesome. and you...rent from national. because only national lets you choose any car in the aisle... and go. you can even take a full-size or above, and still pay the mid-size price. (aaron) purrrfect. (vo) meee-ow, business pro. meee-ow. go national. go like a pro. tdd#: 1-800-345-2550 life inspires your trading. tdd#: 1-800-345-2550 where others see fads... tdd#: 1-800-345-2550 ...you see opportunities. tdd#: 1-800-345-2550 at schwab, we're here to help t
, the financial reform, new regulatory environment, but that's all priced in, in our view. >> jim, i saw you tweeted out to your followers asking them what risks you think -- they think investors have missed the most. what did you find out? what did they tell you? >> well, one of the concerns that -- well i mean my followers are very concerned across the board in terms of what's going on in europe in terms of u.s. policy. one of the concerns i think a lot of investors have missed is the fact that some companies out there have focused on cost-cutting alone to boost their profits. in order to maintain this profit trajectory they need to focus on revenue growth. in particular, we've grown more cautious on the banks because regulatory costs are going up. and in terms of economic back drop, it's gotten a bit weaker. cost cutting can only get you so far. that's why the concern. >> erin, what about you in terms of revenue growth what are you seeing from this quarter? >> so, this quarter is actually pretty decent for revenue. next quarter is the big negative for banks. i think it's l
transaction environment. and our systems are expected to operate seamlessly. >> excellent. i want to tell everyone at home who is thinking about that, just remember, the smart investor tries to figure out a valuation and gets a good take away, they're going to do their part at the new york stock exchange to get that right. that's scott cutler, executive vice president and head of global listings at the nyse index. stay tuned. >>> coming up -- portfolio protector? cyber security concerns recently helped identity theft fighter life lock clinch a record quarter. is this stock strong enough to keep the bears from breaching its bottom line? don't miss cramer's take. ♪ ♪ stacy's mom has got it goin' on ♪ ♪ stacy's mom has got it goin' on ♪ ♪ stacy's mom has got it goin' on ♪ [ male announcer ] the beautifully practical and practically beautiful cadillac srx. get the best offers of the season now. lease this 2014 srx for around $369 a month with premium care maintenance included. ♪ i've got a nice long life ahead. big plans. so when i found out medicare doesn't pay all my medical
difficult economic environment. the uk bank this morning, they are facing a 50 million pound uk regulators for failing to disclosure of its capital rate in qatar. they've confirmed that it's involved in another investigation as to whether there was any rigging of the currency markets, as well. but on the underlying basis -- i'm sorry, big jump in pretax profit, investors say up on the currency investigation is going to start wide bing. they're now launching their investigation themselves into what may or may not have gone on. quite how you read currency markets, i'm not sure. the flows are enormous. back to you guys. >> okay, ross, thank you. ross westgate. we will -- we won't see him again, will we? >> not this mortgage. we'll see him tomorrow morning. we did mention earlier, health care is going to away story today. secretary sa beale why testifying on capitol hill. and president obama speaking in boston. another story we'll be focused on this morning, the obama administration appears to have passed up offers for amazon and microsoft to help fix the government's healthcare.gov website b.
as though the environment is tough enough to come up with a different fund that fits a different profile of the pension funds. >> i think there's a big shift from defined benefit to defined contribution. making liquidity within the sector critical. by its liquid nature that's an illiquid asset. when you are moving into that side, you need to have different products available. >> what different products? i don't know what you mean when you say innovation. >> the majority of private equity firms are ten year funds. they invest and then divest over the remainder. the top funds still continue to raise that money. brand names, the top performing. if you're going to make an investment for ten years, you have to be sure that you're backing the top, top quality managers. the other managers that haven't had successful -- when i'm talking about successful, you're not in the top quarter. how are people innovating, deal by deal? they're raising money on a single deal going out to investors and raising money. you see the canadian pension funds, etc., building up that direct investment team to be able
tested in a single environment. finally the system requires rapid development and release of hot fixes and patches so it is not always available or stable during the duration of the testing. secondly, the security contractor has not been able to test all security controls in one complete version of the system. if you look in the first part, which is most troubling at all, it says "due to system readiness issues, the security control assessment was only partly completed. this constitutes a risk that must be accepted before the marketplace day one operations." so let me tell you what you did. you allowed the system to go forward with no encryption on backup systems. they had no encryption on certain boundary crossings. you accepted a risk on behalf of every user of this computer that put their personal financial information at risk because you did not even have the most basic end-to-end test on security of the system. amazon would never do this. proflowers would never do this. kayak would never do this. this is completely an unsearchabunsearch ab -- unacceptable level of security. and we
a thousand locations, and they'll provide the same benefit to the environment as over 60,000 trees. that's a trend we can all get behind. because what you don't know, can hurt you.urance. what if you didn't know that posting your travel plans online may attract burglars? [woman] off to hawaii! what if you didn't know that as the price of gold rises, so should the coverage on your jewelry? [prospector] ahh! what if you didn't know that kitty litter can help you out of a slippery situation? the more you know, the better you can plan for what's ahead. talk to farmers and get smarter about your insurance. ♪ we are farmers bum - pa - dum, bum - bum - bum - bum♪ >>> all right. take a look at the markets before we turn it over to "street signs." the dow jones industrial average is up 18 points on the trading session. s&p at a new record high, hit this hour. up 3.75 at 1763.01. the nasdaq is negative. three winners, bristol myers up almost 6%, we have a 9% gain in jc penney and cf industries up 5% on the trading session. ty? >> come on home, lot of ketchup waiting for you. >> you got it. >>
environment. they all thought that the fed was going to act and that interest rates were going to go up. over the next year, that's going to happen, right? so to me, the real question is what happens when interest rates go up? they're going to continue to be aggressive. so me, the important question is, if interest rates are going up for the right robe, which is the economy is coming back and confidence is coming back, that means that they are going to be aggressive in going after growth. it's a whole game of confidence. it's coming back. >> and just quickly, you're not worried about there being a credit bubble? >> you never know whether you're in a bubble until the very end. that's the problem with bubbles. it goes back to the fundamentals of those companies. the corporate balance sheets are in great shape. is credit flowing to mid corporates, to small businesses, etcetera, etcetera, and the answer is probably not as much as we would like to see. so, look, i think like any of those credit bubble is in the past, we need to be extremely careful about those. we all need to be very cognizant tha
're at record profit levels, shared gdp and what not. to me, if profits are rising in this monetary environment, you really can't fight the take. you may have stock corrections, but you really can't fight the take. >> and there is nowhere else to go. where are we going to get 23% on your buck except the s&p. you're going to come here. yeah, they are rising very slowly, but they are rising. >> that's very important. i think it's true for the whole economy. >> no, it absolutely. when you think about it again with the fed floor and this marketplace, it's a relatively -- at least there is a sense that it is a relatively safe place to put your money. >> one thing that does trouble me -- we got to get out of here -- obama care and this glory troubles me. a whole lot of people in the next 12 months are going to pay higher premiums which is a gigantic tax hike for the economy. but we'll have a bigger discussion on that. allen valdez, warren meyers, thank you very much. i appreciate it. >>> the continuing obama care disaster and the budget battles have americans angry at both parties. maybe like never b
in an environment where you've got such easy money from the fed, is that right? >> absolutely. we have easy money all around the world, not only the fed but also in europe eurozone and japan. japan has been a big entrant to that. >> do valuations not counter into a decision on when to put money into equities right now? do you worry about valuations even though this market is going up on all of this easy money, as you say? >> yeah. valuations are high, particularly in small caps and in some of the consumer cyclicals. there are still areas for relative value. and i think there's still room for further margin expansion as we look sfwardforward into the future as we keep the asset bubble going. >> nathan? >> i see it that we're in a trading range. we're range-bound. most rallies start at about 11 on an p.e. and end or die around 19 or 20. when you see the 16 or 17 the hard part is that we're halfway between where we've been and where we're likely to go. and absent news like -- we didn't have any great news today so everybody looks around. now is a time to check your strategy. i
... you can't help but see the good. (watch ticking) >> you know, in today's regulatory environment, it's virtually impossible to--to violate rules. and this is something that the public really doesn't understand, but you--it's impossible for you to go unde-- for a violation to go undetected... >> kroft: yes, that's bernie madoff saying it was impossible to do exactly what he did. but one man did try to tell the government what madoff wasp to. how long did it take you to figure out that there was something wrong? >> it took me five minutes to know that it was a fraud. it took me another almost four hours of mathematical modeling to prove that it was a fraud. (watic
locations, and they'll provide the same benefit to the environment as over 60,000 trees. that's a trend we can all get behind. ...amelia... neil and buzz: for teaching us that you can't create the future... by clinging to the past. and with that: you're history. instead of looking behind... delta is looking beyond. 80 thousand of us investing billions... in everything from the best experiences below... to the finest comforts above. we're not simply saluting history... we're making it. but at xerox we've embraced a new role. working behind the scenes to provide companies with services... like helping hr departments manage benefits and pensions for over 11 million employees. reducing document costs by up to 30%... and processing $421 billion dollars in accounts payables each year. helping thousands of companies simplify how work gets done. how's that for an encore? with xerox, you're ready for real business. >> ♪ the itsy-bitsy spider >> what kind of a retirement plan allows millions of people to lose 30% to 50% of their life savings just as they near retirement? david wray, president of t
. if you start worrying about a deflationary environment, revenue would be one of the places you would see that. >> our friend mr. bernanke, his whole academic history and career has been built on as you know deflation in the u.s. and in japan. >> yeah. >> and what you had there was ha supply-induced deflation morphing into a demand shortfall deflation. supply induced is where you have asia, where you have technology, where you have globalization causing the decline in prices. it's similar to the united states from 1871 to 1896. 25 years, the prices declined in the united states by 1.5% per year. that is a good kind of deflation. there's pernicious deflation, which is when you have demand shortfall. and a couple goes into a department store and say let's buy a refrigerator, one spouse says let's wait, they go back a year later it's 10% cheaper and they say let's wait again. that's the kind that janet yellen, ben bernanke are worried about. >> you're going with -- >> bernanke. >> you're with the bernanke pronouncer. >> as a southerner, as a tennessee boy and he's a south carolina boy. >> is
and the broader business environment. >> it was lacking is enough confidence to take risk toes create jobs. i think that's the big issue here. but people are maximizing what they have. they're not doing a lot of new things. so for aig, we continue to grow. we continue to grow across the board, both in the united states and around the world. but it's a matter of our clients are a little bit more cautious. but i don't know that this quarter or next quarter that you'll see any effect on our business materially. >> and stores products retailer container store, they raised $225 million. the ipo was priced at $18 a share, the top end of its increased price range. stairs are set to start trading on the new york stock exchange today under the symbol tcs. >>> microsoft co-founder paul allen's fund is suggesting microsoft spin off its consumer business. this is big news. the man who manages allen's fortune is now suggesting that microsoft search and xbox business res deextracting from the software business which drives earnings. so i mean, paul allen and bill gates, i don't think they're -- they've bee
environment where a lot of people are rooting for your failure. >> that's all the time we have. jason furman, chairman of the council of economic advisers or, as you said, the president's top economic adviser. >> thanks, steve liesman. let's check in with dominic chu. >> check out shares of spirit aerosystem, a major supplier of components to boeing and airbus, it reports a 10% rise in sales due to strong demand for large commercial aircraft. they expect demand to double to more than $2 trillion over the next 20 years. spirit aero also benefiting from reining in those costs. >> usage of facebooks among u.s. teens overall was stable but we did see a decrease in daily users specifically among younger teens. >> well, a 13-year-old penned this op-ed back in august titgtd "i'm 13 and none of my friends use facebook." she'll join us to tell us why facebook is not appealing to her and her friends. >> many yachts are going high tech. we'll show you lights controlled with an ipad, boats in a steer themselves and of course retractable flat screens. we'll tell you about all the latest gadgets on mega y
. and sisco, the one with an "s," not the "c." reported a penny above estimates, the market environment was challenging for the customers during the course of the quarter. >> i find that so confusing. someone should change. >> all right. let's -- >> let's make it easier. >> let's get back to our guest host jim bullard. were we done with our inflation conversation? people got kind of -- a lot of people are tweeting about it and talking about that now. have you always -- have you changed recently and become even -- this is almost like a new theory that you have at this point, i think. don't we always think it's different this time? i mean, volcker had to come in and save this, uyou know, save the entire world because we let it get out of control last time. i'm talking about inflation. >> i think it could happen again and i have been worried about it. yeah, absolutely. >> there's global deflationary forces that have given you guys cover. >> yes, global deflationary forces. what is going on? what's driving that deflationary process. i think that's been -- >> what -- >> low inflationary. >>
Search Results 0 to 36 of about 37 (some duplicates have been removed)